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AIWerk

@aiwerk/mcp-server-ghl

by AIWerk

invoices_text2pay_invoice

Create and send invoices with detailed items, contact info, discounts, and payment schedules. Handles draft or direct send to streamline billing.

Instructions

Create & Send

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idNoid of invoice to update. If skipped, a new invoice will be created
nameYesInvoice Name
altIdNolocation Id / company Id based on altType Defaults to GHL_LOCATION_ID when omitted.
itemsYesAn array of items for the invoice.
titleNoTitle for the invoice
actionYescreate invoice in draft mode or send mode
sentToYes
userIdYesid of user generating invoice
altTypeNoAlt Type Defaults to GHL_LOCATION_ID when omitted.
dueDateNoDue date in YYYY-MM-DD format
currencyYesCurrency code
discountNo
liveModeYes
issueDateYesIssue date in YYYY-MM-DD format
termsNotesNoTerms notes, Also supports HTML markups
attachmentsNoattachments for the invoice
invoiceNumberNoInvoice Number
contactDetailsYesContact information to send the invoice to
paymentMethodsNoPayment Methods for Invoices
businessDetailsNo
paymentScheduleNosplit invoice into payment schedule summing up to full invoice amount
includeTermsNoteNoinclude terms & notes with receipts
tipsConfigurationNotips configuration for the invoice
invoiceNumberPrefixNoprefix for invoice number
miscellaneousChargesNomiscellaneous charges for the invoice
automaticTaxesEnabledNoAutomatic taxes enabled for the Invoice
lateFeesConfigurationNolate fees configuration
Behavior1/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations indicate readOnlyHint=false and destructiveHint=false, so the description should clarify the side effects. 'Create & Send' implies mutation, but it doesn't state what happens to existing invoices (it can update via 'id'), whether it sends immediately, or what the response contains. No behavioral detail beyond the minimal verb.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness1/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is a two-word fragment, which is not conciseness but under-specification. It lacks essential structure and fails to front-load any useful information. There is no attempt to convey purpose, scope, or context.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness1/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

With 27 parameters, 9 required, and nested objects, the description must provide context on required fields, examples, or behavior. It provides none. The output schema is absent, so the description is the only source of outcome details, and it's missing entirely. Completely inadequate for a tool of this complexity.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is high (85%), so the parameters are largely documented in the schema itself. The description adds no parameter semantics, but per the baseline rule for high coverage, a score of 3 is appropriate. It doesn't compensate for any gaps, but it's not required to.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose2/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description 'Create & Send' is vague and does not specify the resource (invoice is implied by the name, but the description alone lacks it). It doesn't distinguish from siblings like invoices_create_invoice or invoices_send_invoice, and the schema's optional 'id' suggests it can also update, which is not mentioned. The purpose is unclear and under-specified.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines1/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

No guidance on when to use this tool vs alternatives. There are many invoice-related siblings (create, send, update), but the description gives no indication of when this combined create-and-send tool is appropriate or when to prefer a separate create/send. Completely lacking usage context.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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